Member Info for Toyin

CP, I don’t know where you get your information, but if you go back to the rns 16/6 you will see that the initial roll-out of 200 stores would be in early September, that hasn’t happened, that is a fact, so it isn’t in line with the timescale promised. To be honest, I couldn’t care less about Superdrug. What I would say is, as we have a load more cash than we need, a share buyback would be a very good idea to reverse some of the dilution.

Now you obviously enjoy caps lock, on that basis I would suggest it is you who needs to take some meds and calm down.

Not a fan of sarcasm I see!

Humour is a necessity if you own this share, it’s either laugh or rent a gun and buy a bullet!

If shares were valued on the sarcasm of its shareholders, we would be worth more than Apple!

Aquae, thanks for the breakdown.

I think and I'm hoping you are light on your royalties. If Zenakine is this new ground breaking, own category, Swiss army knife with 600 formulations, I would imagine it is going to be offered in most of the beauty actives Croda do (just over 200 skin & hair). Actives generated £184m for Croda last year, the big question is, what percentage will be Zenakine going forward.

Fair enough shy.

R55, Bubs, thank you for the feedback.

You could be right shy, but we don’t know because of Superdrug capex/def con/warrants. I believe the figure received from Croda before YE was north of £500k. Any subsequent payments received would definitely take the total cash received to a material position, ergo an rns required.

I don’t know when he started buying but there was two late trades reported after the close of nearly 10m shares at 17p, which would have got him a good start. If you know different no problem but my start day is the day of the placing.

Your damn right I do, and I stand by everything I said. When they spew a load of cash on gummies and chewing gum that doesn’t work you can apologise. And let’s get one thing straight, it isn’t their business, it’s investors business. I own more shares than the whole BOD combined. The BOD are custodians, you would do well to remember that.

Who’s “we” you and the BOD? I couldn’t care less what you think. Just keep pumping.

As I said feel free to filter me.

“Just for once , cerebrate Croda revenues are rocking in , just as predicted. !!”

“The house broker will at some stage upgrade his SBTX forecast's .”

If the broker knows, they have received information from the co, if they are rocking in” it should be relayed via rns and company guidance adjusted, then the broker will upgrade forecasts.

Dustbin, please feel free to filter me. If you address me direct I will correct your pumping nonsense. Keep me out of your discussions and I will leave you well alone.

Dustbin, I will keep this as short as possible.

I have been over this before, but here goes. The rules are crystal, if you have a material event if must be reported “without delay” it doesn’t matter if that is a contract, a fund raise, an acquisition, etc, etc. let me give you a “hypothetical” eg.

If Zenakine has been flying and Croda had sold £100m and Sbtx were due to receive/had received a payment of £10m, that cannot be withheld from the market until results, it is material and it must be relayed to the market “without delay.”

Now, there are three scenarios.

1, We haven’t received any Croda revenue.

2, We have received Croda revenue (but it isn’t material)

3, We have received Croda revenue, it is material and it is being hidden in some way.

The market is currently valuing Sbtx on scenario 1 & 2, if that is correct, fine, all is good, not what investors expected or have been lead to believe, but no rules have been broken. However, if scenario 3 has happened (which most investors have been lead to believe) the BOD have a huge problem.

Let’s look at some facts.

1, Before YE we had Superdrug capex.

2, At YE we ended up with £700k more than expected (not including capex, that would have to be added back, so the actual cash figure will be greater)

3, We have had the CFO leave.

4, We have had a newly appointed COO leave who lasted just 6 months. (The co decided investors didn’t need to know about this in a timely manner), hat tip to mol.

5, We have had a downgraded broker note.

6, We have had a material miss on revenues on the downgraded broker note.

7, We have had a £4m fund raise which we didn’t need, then we did need.

8, We were promised Croda numbers, they never arrived.

Whilst all of the above was unfolding someone was hoovering up 10% of the company without following protocol and only decided to inform the market once they had passed 9%.

Now if you think that is transparent, I suggest you go to a good opticians and get an eye test. Corporate governance is out the window. The company is being run like a sweet shop and pi’s are being treated like pieces of excrement.

The million dollar question is why, is it just incompetence or is something more sinister at play? I don’t know, but I will find out.

The company needs to come clean and it needs to do so immediately.

Aquae, yes, the Croda royalty/def con is a mystery. It is a pity we don’t have any transparency, how can we value our investment accordingly. Is that information material? Who knows with this outfit anymore!

Aquae, I don’t think it’s right that we have been in an “artificial market” for so long, corporate governance is out the window. It’s not a good look for the company or the BOD.

I’m still asking the question of why someone has decided to take a 10% stake during a period of bad news.

Yes. Wouldn’t be a bad idea to put the NPF accreditation on either, ya know, seeing as its a great achievement and took years to get!

Yes, it would certainly explain the, "more like 600 formulations" comment from SA.

Shychap, I agree. I got the impression from what Hishda said, Zenakine would be an additive in existing products rather than stand alone. Which is no bad thing.

Https://www.crodabeauty.com/en-gb/resources/webinars/bring-down-stress-ageing-by-improving-resilience-the-key-to-skin-longevity?utm_source=linkedin&utm_medium=organic+social&utm_campaign=organic+social_beauty_english_global_registration_2025-10-15_neurocosmetic+webinar+post2_zenakine_mlt_0_0_0_0_0_0_engagement&sc_camp=92170FF05F394D8EA1D1A4A1BDE55481

aquae, i have just watched the presentation again so if you register you should be able to watch it.

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Cp, I am not moaning, I am presenting you with facts which you dont like.

I never said it didn't have a lot of regulatory requirements and I do not dispute that fact. I am saying we had a lot of interest after covid five years ago and yet not one partnership or deal. But you seem to miss the point. It is one example of the communications verses reality. We have had not one deal for skinbiotix tech in any other pillar since 2019.

As I said, go back and educate yourself and when you have a grasp of the history of the co, come back and I will be happy to educate you.

Cp, start in 2019 and work through to present day read all the rns. Yes, we had the scamdemic and SA said in a presentation it had generated a lot of interest in the Cleanbiotix pillar. Obviously if you wish to use it as an excuse or a crutch for failure enjoy, it's the end of 2025, will you still use it as an excuse in 2030? Hahah.